877.703.4488 info@cloudmybiz.com
deBanked Broker Fair 2019

deBanked Broker Fair 2019

This past week, New York hosted the single largest gathering of Merchant Cash Advance and business loan brokers. The deBanked Broker Fair, was held on May 6th with the idea of capturing the spirit of the industry in the very city that makes it hum. CloudMyBiz, as a Salesforce Partner specializing in solutions for MCA and Alternative Lending, made sure to attend.

It was a great day of networking, connecting with past and future clients, and of course, learning about the future of the industry. In addition, we were selected to not just attend, but to participate. Henry Abenaim, Founder and CEO of CloudMyBiz, was selected to demo and discuss our disruptive loan management solutions and systems to a packed crowd of brokers and lenders.

This exclusive one-day event was a great connection point for all the brokers, lenders, funders and service providers in attendance. The conference promised education, inspiration and opportunities to connect and grow businesses, and more than delivered!

 

 

Motivation Webinar with Hoopla and CloudMyBiz

Motivation Webinar with Hoopla and CloudMyBiz

 

It’s one thing to get some good momentum and motivation going internally within a company. It’s another thing to keep it going and adopt a series of best practices to ensure it never leaves.

On February 7th, 2019, CloudMyBiz partnered with Hoopla – a leader in employee motivation and engagement to put on a free webinar regarding exactly this topic.

During the webinar we discussing motivation in the workplace. What is it? How it works? And how can you use that knowledge to apply solutions that keep everyone motivated and ready to tackle anything that comes next!

We’ll also discussed practical applications for departments across financial organizations, leaving our participants with knowledge that they could apply right away. The feedback was great and overall, resulted in a very successful webinar.

Did you miss it? Well do not fear, we have a recording available for anyone who is interested!

Watch the recording here!


Want to learn how CloudMyBiz and FUNDINGO can help your company fund more deals faster?

Contact us to get started!

Salesforce Events Week in Los Angeles

Salesforce Events Week in Los Angeles

When you are a Salesforce Certified Partner and Consultant, there is no shortage of events and activities available to you. At CloudMyBiz, we always make it a priority to attend as many as we can, not only to connect with the community but to continue learning about the platform and to keep up with the latest trends and news.

This week our Sales team was able to attend two different events in Los Angeles: The Salesforce World Tour Los Angeles, and the AppExchange Partner Summit Los Angeles.

Salesforce World Tour

Like a mini Dreamforce, the world tour features a keynote speaker, breakout session, and of course, the awesome Salesforce mascots! The day was full of great sessions, many of them focused on Salesforce’s latest and greatest: Lightning Experience and Einstein AI. We learned a great deal about the future of these two products, and trust me, you will hear plenty about them in the next year as well. Additionally, we were able to connect with a number of fantastic partners, both previously established and brand new, who will be able to help us bring powerful solution options to our clients in the future.

 

 

AppExchange Partner Summit

At the AppExchange Partner Summit, it was all about learning. First and foremost, getting deeper into the how and the why of the Salesforce AppExchange. More importantly, we were able to attend a number of sessions that were all about coordinating and working with the Salesforce team, to bring our customers the best possible solutions.

All in all, we had two very different, but very good days of events. It only further re-enforces our belief that Salesforce is the best CRM platform out there, and that the best way we can help our customers, is to continually push ourselves to learn and grow along with the software and solutions that we provide.

 

Rapid Success for 3 Financing Businesses – CloudMyBiz at Dreamforce 2018

Rapid Success for 3 Financing Businesses – CloudMyBiz at Dreamforce 2018

Every year, Dreamforce brings together thousands of professionals from all different realms of business, the one connecting thread: Salesforce. Salesforce, as it has been well documented, is the world’s #1 CRM and is what we at CloudMyBiz build or custom solutions on to provide clients better business processes that lead to improved ROI, growth and a foundation for success.

This year at Dreamforce, we were honored to be selected as a Consulting Partner Speaker. The topic of our presentation session:

Rapid Success for 3 Small Financing Businesses Through Salesforce

Watch the recording here!

Presentation Overview:

 The 40 minute presentation was a dive into 3 different consulting and implementation projects from our recent history. All 3 clients are in the Alternative Lending Industry, but they all had unique businesses processes and challenges. Our custom Salesforce development, combined with the implementation of our FUNDINGO Loan Management Frameworks  was able to meet all of thier individual needs, and set them on the road to success.

Henry Abenaim – CloudMyBiz Founder and Principal Consultant

Not only did we enjoy putting together and giving this presentation, but it was also great to meet and connect with so many interested individuals at the session! We hope you find the recording helpful, and if you are interested, we have made the powerpoint slides available to download below.

Download the Presentation Slides Here!


Ready to join these 3 clients and implement the new foundation to your business success?

Contact us to get started!

CMB at Force Academy: Day of Learning Salesforce

CMB at Force Academy: Day of Learning Salesforce

On Monday, the 8th of May, a couple reps from CloudMyBiz attended the Force Academy: Day of Learning with SoCal User Groups. The daylong session was a great time for both Dennis and Steve, as they were able to sit on talks about Lightning Design Patterns, Deep Dive into Flow Loops and more!

They were able to meet up with local User/Dev Groups and get front row seats to the many events taught by peers, specialists, MVPs and Salesforce team members. And best of all, they got to hang out with a couple Salesforce Dev Mascots!

Dennis is on the right and Steve on the left

CloudMyBiz Lunch ‘N Learn at Clyde Frazier’s Wine and Dine

CloudMyBiz Lunch ‘N Learn at Clyde Frazier’s Wine and Dine

– New York City –

As a part of the Salesforce World Tour, a couple representatives from CloudMyBiz went mobile to host our semi-annual Lunch ‘N Learn. This event took place on May 2nd, at Clyde Frazier’s Wine and Dine in NYC. Attended by executives from many leading organizations in the FinTech industry, we had a great time getting to better know some of these key players, talk to them about the latest news and trends in the industry as well as grab a couple bites in between conversation.

Thank you very much to everyone who attended and helped make this event a success!

If you would like information about attending future events, feel free to contact us at info@cloudmybiz.com